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Cross-Border Resource Library

canadaflagCountry Information - Canada

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Quality of life – local flavor and customs
Health
http://www.hc-sc.gc.ca/english/index.html (gov)
http://chp-pcs.gc.ca/CHP/index_e.jsp (gov)
Social Security coverage
http://www.hrdc-drhc.gc.ca/isp/common/home.shtml (gov)
http://www.hrdc-drhc.gc.ca/isp/common/iris_e.shtml (gov)
Education standards
http://www.expatsite.com/countryprofile/countryprofile_topic.php3?ctry=23&topic=schools (com)
http://www.schoolnet.ca/home/e (com)
Ex-pats opinions on quality of life
http://www.finfacts.ie/qualityoflife.htm (com)
http://www.expatexchange.net/expat/index.cfm?frmid=183&forumid=0&dbname=ee&shared=N (com)
Immigration issues
Legal Residency
http://www.ccra-adrc.gc.ca/E/pub/tp/it221r3-consolid/README.html (gov)
Visas and immigration requirements
http://www.cic.gc.ca/english (gov)
Exchange Control
http://www.strategis.ic.gc.ca/SSGF/da91207f.html (gov)

Cash management


Bank accounts
http://www.cdic.ca/?id=5 (com)
Currency conversion
http://www.bankofcanada.ca/en/exchange.htm (com)
http://www.imf.org/external/country/CAN/index.htm (org)
http://www.transitionfinancial.com/currency_exchange_facts_&_myths.htm (com)
Education costs
http://www.canlearn.ca/index.cfm?langcanlearn=EN (com)
Cost of living analysis
http://www.statcan.ca/start.html (com)
Housing issues
http://www.mpac.ca/pages_english/default.htm (com)
Tax Planning

http://www.ccra-adrc.gc.ca/tax/nonresidents (gov)
http://www.fpanet.org/global/planners/top_return_mistakes_Jan02.cfm (org)
http://www.fpanet.org/global/planners/leaving_Canada_Jan02.cfm (org)
http://www.transitionfinancial.com/income_tax_planning.htm (com)
Determining liability for income and gains taxes
http://www.ccra-adrc.gc.ca/tax/individuals/menu-e.html (gov)
http://www.ccra-adrc.gc.ca/tax/individuals/topics/capital_gains/menu-e.html (gov)
Determining liability for estate taxes
http://www.ccra-adrc.gc.ca/tax/individuals/topics/deceased/menu-e.html (gov)
Exit taxes and final tax return
http://www.ccra-adrc.gc.ca/tax/nonresidents/individuals/leaving-e.html (gov)
Foreign Tax Credit arrangements
http://www.irs.gov/pub/irs-trty/canada.pdf
http://www.irs.gov/pub/irs-pdf/p597.pdf
Local taxation of non-local pensions and investments
http://www.ccra-adrc.gc.ca/tax/nonresidents/trusts-e.html (gov)
http://www.transitionfinancial.com/taxation_of_pensions.htm (com)
Investment Planning

http://www.investmentexecutive.com/client/en/Accueil.asp (com)
Asset Allocation
http://www.fundlibrary.com/tfl/homepage/p_home.cfm (com)
http://www.advisor.ca/practice/special_report/article.jsp;jsessionid=AGLCKDGALBGB?content=20030109_162429_2856 (com)
http://www.advisor.ca/news/today/article.jsp?content=20030217_112931_3288 (com)
http://www.bankofcanada.ca/en/res/wp02-2.htm (com)


Risk management
Liability Insurance
http://www.insurance-canada.ca/consinfohome/l6.php (com)
Health Insurance
http://www.hc-sc.gc.ca/datapcb/iad/insurance-e.htm (gov)
http://www.compcorp.ca (com)
Property Insurance
http://www.fin.gc.ca/toce/1999/propertye.html (gov)
Retirement Planning
Local pension design and tax structure on encashment
http://www.hrdc-drhc.gc.ca/isp/common/cpptoc_e.shtml (gov)
http://www.osfi-bsif.gc.ca/eng/pensions/index.asp (gov)
Social Security agreements between countries
http://www.hrdc.gc.ca/isp/common/intind_e.shtml (gov)
http://www.ccra-adrc.gc.ca/formspubs/fillable/cpt-e.html (gov)
Transferability of Pensions
http://www.hrdc-drhc.gc.ca/isp/internat/intove_e.shtml (gov)
Estate Planning and Succession Taxes
http://www.ccra-adrc.gc.ca/E/pub/tp/it508r/it508r-e.html (gov)
http://www.ccra-adrc.gc.ca/tax/individuals/topics/deceased/menu-e.html (gov)
http://www.transitionfinancial.com/estate_planning.htm (com)
Impact on Estate if there is no local Will
http://www.gov.on.ca/MBS/english/myontarioweb/bereavement2.html (gov)
Local taxation of non-local trusts
http://www.ccra-adrc.gc.ca/E/pbg/tf/t3ret/README.html (gov)
Creating an international trust
http://www.ccra-adrc.gc.ca/tax/nonresidents/trusts-e.html (gov)
Local Regulation
http://www.csa-acvm.ca/home.html (org)
http://www.osfi-bsif.gc.ca/eng (org)
http://www.fin.gc.ca/fin-eng.html (gov)
http://www.fsco.gov.on.ca (gov)
http://www.gov.on.ca/fin (gov)
http://www.osc.gov.on.ca (gov)
Referrals to Local Financial Planners

http://www.cfp-ca.org/public/public_findaplanner.asp (org)